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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,481 | $75,962-48.0% | $154,111-74.4% | $64,173-38.5% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | 11.27% | 30.32%-19.1pp | 735.18%-723.9pp | 7.63%+3.6pp |
| Employer contribution / active EE | $492 | $3,350-85.3% | $5,298-90.7% | $2,381-79.4% |
| Participant deferral / active EE | $496 | $3,175-84.4% | $5,081-90.2% | $3,470-85.7% |
| Admin fee / account holder | $5,070 | $5,589-9.3% | $13,411-62.2% | $4,887+3.7% |